The Investortools Dealer Network (IDN) is the industry’s first network. By streamlining market data directly into each client’s unique instance of the platform, IDN enables users to receive bond offerings in the same environment where they evaluate portfolios, assess risk, and make trading decisions. The result is a faster, more informed, and more connected trading workflow.
This capability has become increasingly valuable as the separately managed account (SMA) market continues to expand. We’ve responded directly to this growth by enhancing our suite to better support SMA managers, introducing tools that simplify compliance-driven allocation, strengthen order management, and improve decision-making across accounts.
Unlike an ATS, which is itself a destination, IDN delivers an aggregated view of the market into the system where investment teams already work. Users can instantly pair incoming offerings with their proprietary intelligence, including internal credit research and portfolio-level insights. This alignment between live market information and firm-specific data unlocks a meaningful efficiency advantage and gives teams the ability to scale their trading operations with confidence.
At its core, IDN is designed to deliver what fixed-income professionals need most: speed, clarity, and operational efficiency.
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James Morris
Senior Vice President, Head of Sales
James has dedicated over 22 years at Investortools to building enduring relationships with clients and partners while driving innovation in the fixed-income trading space. He has been instrumental in shaping the development of the Investortools Dealer Network, which is revolutionizing the world of fixed income trading. James’s contributions to the sector have earned him recognition on prominent platforms including Forbes, Institutional Investor, Bloomberg Intelligence, and The Bond Buyer.
About Investortools
For more than four decades, Investortools has been a leading SaaS provider of solutions regarded by the industry as a prerequisite for fixed-income investment management. Its comprehensive product suite covers portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other key market participants.
HilltopTalks: Politics and Finance with Tom Kozlik
Tom Kozlik, Head of Municipal Research & Analytics at HilltopSecurities, hosts conversations with industry leaders that intersect the world of politics and finance.
